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Get Institutions for : 
First Trust Long Short Equity (FTLS)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 151    4
Total shares held : 
 11,524,749  
% of shares held : 
 16.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 1,436,678  
% of shares held change : 
   2.02%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 499,529
 4.33%
 
Increased Positions :
70
 1,314,893
 11.41%
 
Unchanged Positions :
13
 261,703
 2.27%
 
Decreased Positions :
53
-296,331
-2.57%
 
Closed Positions :
11
-81,413
-0.71%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 963 - 2023-12-31 2,452,081 $137,954,000 400,428
   ROYAL BANK OF CANADA 494 - 2023-12-31 1,688,275 $94,982,000 81,286
   LPL FINANCIAL CORP 413 - 2024-03-31 1,226,937 $75,653,000 335,450
   GUARANTY TRUST CO OF MISSOURI /MO/ 39 - 2024-03-31 368,659 $22,732,000 2,375
   Private Advisor Group LLC 141 - 2024-03-31 302,862 $18,675,000 123,860
   HIGHTOWER ADVISORS, LLC 528 - 2024-03-31 269,248 $16,613,000 85,569
   Financial Enhancement Group LLC 8 - 2024-03-31 261,356 $15,849,000 7,220
   ENVESTNET ASSET MANAGEMENT INC 1308 - 2023-12-31 217,434 $12,233,000 16,976
   Sweet Financial Partners LLC 6 - 2024-03-31 177,923 $10,971,000 428
   Advisor Group Holdings Inc. 649 - 2024-03-31 174,110 $10,737,000 29,939
   WealthPlan Investment Management LLC 15 - 2023-12-31 179,745 $10,112,000 3,717
   Cornerstone Planning Group LLC 10 - 2024-03-31 161,564 $9,715,000 11,615
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 479 - 2024-03-31 151,756 $9,357,000 85,576
   JANE STREET GROUP LLC 1201 - 2023-12-31 121,476 $6,834,000 106,671
   Philip James Wealth Mangement LLC 7 - 2024-03-31 102,707 $6,333,000 6,554
   Cardinal Point Capital Management ULC 14 - 2024-03-31 95,984 $5,918,000 4,185
   LCNB CORP 10 - 2024-03-31 95,736 $5,903,000 7,195
   FOCUS Wealth Advisors LLC 8 - 2024-03-31 89,122 $5,495,000 11,037
   Orion Portfolio Solutions LLC 300 - 2024-03-31 88,830 $5,477,000 32,196
   RiverTree Advisors LLC 13 - 2024-03-31 88,420 $5,452,000 20,177
   Richard P Slaughter Associates Inc 18 - 2024-03-31 72,771 $4,487,000 28,255
   Cardinal Point Wealth Management Partners LLC 11 - 2023-03-31 83,440 $4,240,000 2,985
   Atomi Financial Group Inc. 56 - 2024-03-31 64,271 $3,963,000 41,086
   AE Wealth Management LLC 670 - 2023-12-31 66,328 $3,870,000 8,076
   HPM Partners LLC - 2023-12-31 65,974 $3,712,000 65,974
   Belpointe Asset Management LLC 70 - 2024-03-31 59,263 $3,654,000 28,776
   VIAWEALTH LLC 9 - 2024-03-31 50,645 $3,123,000 35,282
   LFA - Lugano Financial Advisors SA 15 - 2024-03-31 49,622 $3,060,000 2,049
   Koshinski Asset Management Inc. 73 - 2024-03-31 46,946 $2,895,000 46,946
   Eudaimonia Partners LLC 32 - 2024-03-31 46,074 $2,841,000 2,210
   EUDAIMONIA ADVISORS LLC 15 - 2024-03-31 42,796 $2,639,000 4,227
   Cetera Investment Advisers 711 - 2023-12-31 43,071 $2,423,000 19,618
   H D Vest Advisory Services 501 - 2024-03-31 37,232 $2,296,000 378
   JANNEY MONTGOMERY SCOTT LLC 1152 - 2024-03-31 32,042 $1,976,000 11,464
   TAP Consulting LLC 68 - 2024-03-31 31,979 $1,972,000 1,449
   Authentikos Wealth Advisory LLC 13 - 2023-12-31 33,582 $1,889,000 6,636
   Anfield Capital Management LLC 24 - 2024-03-31 27,664 $1,706,000 1,896
   OPPENHEIMER & CO INC 573 - 2024-03-31 26,393 $1,627,000 2,457
   FINANCIAL NETWORK 1079 - 2023-12-31 28,515 $1,604,000 9,854
   Patten Group Inc. 81 - 2024-03-31 24,107 $1,486,000 2,597
   Cedar Brook Financial Partners LLC 87 - 2024-03-31 22,884 $1,411,000 414
   RAYMOND JAMES & ASSOCIATES 2367 - 2024-03-31 22,774 $1,404,000 1,485
   NATIONAL ASSET MANAGEMENT, INC. 447 - 2023-12-31 24,141 $1,358,000 2,960
   CWM LLC 731 - 2024-03-31 21,999 $1,356,000 17,792
   Equitable Holdings Inc. 513 - 2023-12-31 23,490 $1,322,000 3,593
   Stratos Wealth Advisors LLC 277 - 2024-03-31 21,241 $1,310,000 11,560
   BENJAMIN F. EDWARDS & COMPANY INC. 447 - 2024-03-31 20,861 $1,286,000 5,644
   LINCOLN NATIONAL CORP 442 - 2024-03-31 20,790 $1,282,000 825
   Global Retirement Partners LLC 316 - 2024-03-31 20,648 $1,273,000 1,755
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1978 - 2024-03-31 18,026 $1,112,000 1,293
   ADVISORY SERVICES NETWORK, LLC 648 - 2024-03-31 17,635 $1,087,000 52
   UBS Group AG 3375 - 2023-12-31 18,615 $1,047,000 18,594
   Change Path LLC 255 - 2023-12-31 17,326 $974,000 2,109
   CITADEL ADVISORS LLC 2967 - 2023-12-31 17,171 $966,000 17,171
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 744 - 2024-03-31 14,483 $893,000 5,121
   Steward Partners Investment Advisory LLC 811 - 2023-12-31 13,890 $781,000 801
   COMERICA BANK 1656 - 2023-12-31 13,699 $771,000 25
   Fairway Wealth LLC 32 - 2024-03-31 11,410 $704,000 84
   Harvest Investment Services LLC 87 - 2023-12-31 12,293 $692,000 3
   Signal Advisors Wealth LLC 124 - 2024-03-31 11,033 $680,000 81
   WAYNE HUMMER INVESTMENTS L.L.C. 248 - 2024-03-31 10,214 $630,000 6,452
   Financial Advocates Investment Management 438 - 2024-03-31 8,640 $533,000 436
   Bridgeworth LLC - 2023-12-31 9,331 $525,000 243
   GeoWealth Management LLC 338 - 2023-12-31 8,365 $471,000 1,098
   Laurel Wealth Advisors Inc. 380 - 2022-12-31 9,275 $453,000 201
   HARBOUR INVESTMENTS INC. 566 - 2023-12-31 8,010 $451,000 921
   First Capital Advisors Group LLC. 87 - 2023-06-30 7,725 $408,000 84
   FIRST TRUST ADVISORS LP 2222 - 2023-12-31 5,670 $319,000 1,523
   Householder Group Estate & Retirement Specialist L 258 - 2024-03-31 2,796 $172,000 14
   PROEQUITIES INC. 773 - 2024-03-31 2,489 $153,000 2,488
   BANK OF MONTREAL /CAN/ 2735 - 2023-12-31 2,569 $146,000 725
   CAROLINAS WEALTH CONSULTING LLC 196 - 2023-12-31 2,410 $136,000 2
   HANSON MCCLAIN, INC. 937 - 2024-03-31 2,039 $126,000 19
   PRIVATE TRUST CO NA 803 - 2024-03-31 2,000 $123,000 1,000
   NATIONAL BANK OF CANADA /FI/ 1743 - 2023-12-31 535 $30,000 300
   WELLS FARGO & CO/MN 5096 - 2024-03-31 212 $13,000 155
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2588 - 2023-12-31 173 $10,000 173
  77 Records found
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